FTBD icon

Fidelity Tactical Bond ETF
FTBD

14 hedge funds and large institutions have $10.1M invested in Fidelity Tactical Bond ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

100% less capital invested

Capital invested by funds: $3.54B → $10.1M (-$3.53B)

Holders
14
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.37M
2
+$232K
3
+$211K
4
PWA
Peterson Wealth Advisors
Utah
+$202K
5
UBS Group
UBS Group
Switzerland
+$113K

Top Sellers

1
-$6.18M
2
-$2.2M
3
-$115K
4
Osaic Holdings
Osaic Holdings
Arizona
-$15.2K
5
TWC
TD Waterhouse Canada
Ontario, Canada
-$3.28K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
1
TD Waterhouse Canada
Ontario, Canada
$3.23M
Jane Street
2
Jane Street
New York
$1.92M
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.39M
Citadel Advisors
4
Citadel Advisors
Florida
$1.3M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.13M
BIS
6
BG Investment Services
Guam
$232K
Osaic Holdings
7
Osaic Holdings
Arizona
$228K
JWCA
8
J.W. Cole Advisors
Florida
$211K
PWA
9
Peterson Wealth Advisors
Utah
$202K
UBS Group
10
UBS Group
Switzerland
$113K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49K
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$23.2K
SS
13
Sunbelt Securities
Texas
$13.3K
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$11.3K
KFP
15
KMG Fiduciary Partners
Ohio
–